Creative Charitable Giving & Tax Benefits: FREE

“How can I be better off from a tax perspective AND give money to charity?” It is a question that many people ponder, and there are myriad options. Join presenter, Stacey Valentine, a partner at Avelino Law, LLP, as she walks us through it. Stacy will focus on the estate planning process and specifically, how she assists individuals and families with their wealth planning goals. She will also explore some creative ways to benefit your favorite charity through retirement plan assets that can result in significant income tax savings. This is your chance to ask a professional so, be sure to bring your questions.

A 6 PM wine and cheese reception will precede Stacey’s 7 PM presentation. We look forward to seeing you there!